Amy Beddoe

Executive Financial Advisor Assistant at Hamilton Insurance & Financial Management
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Contact Information
us****@****om
(386) 825-5501
Location
Kitchener, Ontario, Canada, CA
Languages
  • English -

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Bio

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Executive Financial Advisor Assistant
      • Oct 2014 - Present

      Responsible for day to day management of office Process all applications, transfers, withdrawals for clients Schedule all appointments for 2 advisors, prepare all material required for meetings Prepare monthly detailed spreadsheets, newsletters Manage all social media i.e. website, facebook, twitter Handle all clients inquiries Implemented new procedures and communication tools Responsible for day to day management of office Process all applications, transfers, withdrawals for clients Schedule all appointments for 2 advisors, prepare all material required for meetings Prepare monthly detailed spreadsheets, newsletters Manage all social media i.e. website, facebook, twitter Handle all clients inquiries Implemented new procedures and communication tools

  • Bayshore Pharmacy
    • Kitchener, Canada Area
    • Customer Service,Warehouse & Logistics Supervisor
      • Apr 2014 - Oct 2014

      Responsible for day to day operations of customer service, warehouse, equipment, and logistics Involved in planning and start up of facility Implemented and reviewed procedures to ensure efficiency Trained staff in customer service, warehouse, and logistics Perform for various management duties including payroll, employee reviews, hiring and training of staff, including WHMIS, Health & Safety etc. Schedule 10-15 staff including all drivers Handle clients concerns and complaints including extensive reporting, investigation, and implementations of new procedures Show less

    • Canada
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Warehouse & Logistics Supervisor
      • Oct 2010 - May 2014

      Responsible for day to day operations of warehouse, customer service, equipment, inventory, dispatch, and delivery Implemented and trained staff in cross-training of various positions increasing efficiency and flexibility with the organization Facilitate weekly team meetings to improve communication and efficiency Schedule and manage 12-16 employees and 11-15 drivers, organizing work load, co-ordination of all aspects of orders and ensuring all deliveries were done on time and efficiently Handle all client complaints/feedbacks, reporting KPI’s, EDI reports Ensure all performance targets are met as per the organizations guidelines and CCAC’s performance targets  Communicate with providers and suppliers on any service or product related issues or improvements  Perform audit reviews and implementations Perform for various management duties including payroll, employee reviews, hiring and training of staff, including WHMIS, Health & Safety etc. Revised and implemented processes and procedures to streamline efficiency and workflow Responsible for overall site operations including being on call for facility alarms i.e. power outages, cooler alarms, emergency client calls Prepared and implanted emergency and disaster recovery plans – most recent power outage and ice storms Show less

    • United States
    • Apparel & Fashion
    • 700 & Above Employee
    • Office Clerk/ Accounts Receivable
      • Oct 2006 - Aug 2010

      Printed and distributed all reports required by managers Printed and ensured all loaders in plant received correct load lists and route sales reps received correct paperwork for delivery Applied all incoming cheques and cash accounts. Including statements for larger accounts i.e.: Bank of Montreal, CARA, and Apotex Assigned numerous projects as they would arise within the company Printed and distributed all reports required by managers Printed and ensured all loaders in plant received correct load lists and route sales reps received correct paperwork for delivery Applied all incoming cheques and cash accounts. Including statements for larger accounts i.e.: Bank of Montreal, CARA, and Apotex Assigned numerous projects as they would arise within the company

    • Service Manager/Sales
      • Apr 2006 - Sep 2006

      Responsible for larger accounts and ensuring their service required is completed and prompt Responsible for organizing and dispatching service technicians Responsible for sales and service of alarm systems. Responsible for locksmiths using high-security keying system Multi-Lock. Reported directly to owner Responsible for larger accounts and ensuring their service required is completed and prompt Responsible for organizing and dispatching service technicians Responsible for sales and service of alarm systems. Responsible for locksmiths using high-security keying system Multi-Lock. Reported directly to owner

    • Service Coordinator
      • Feb 2004 - Apr 2006

      Responsible for scheduling technicians for service and installation Responsible for incoming service calls and tracking Reported directly to owners Responsible for scheduling technicians for service and installation Responsible for incoming service calls and tracking Reported directly to owners

    • Office Mananger
      • Jul 1998 - Feb 2004

      Responsible for scheduling technicians for service and installation Responsible for incoming service calls and tracking Responsible for ordering all security equipment and preparing jobs Responsible for applying cheques and payables Responsible for customer complaints and service calls Reported directly to owner Responsible for scheduling technicians for service and installation Responsible for incoming service calls and tracking Responsible for ordering all security equipment and preparing jobs Responsible for applying cheques and payables Responsible for customer complaints and service calls Reported directly to owner

Education

  • Ontario Business College
    Business Management
    1997 - 1999

Community

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